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Our Process

Chart Your Financial Future

The first step towards achieving your financial goals for the future is to define and document them. We provide our clients with a personalized plan, as well as the process to implement it and track it. Our clients think of us as a resource to assist them in making smart financial decisions. We often will coordinate with other members of our client's team, such as attorneys or accountants, to ensure that all viable options have been considered and the best possible choices can be made.

Why Work with US

We are different from the traditional large brokerage firm platform. While these firms sometimes create a conflict of interest by paying their advisors to sell certain products/services, as a fee-only firm, we take great pride in providing truly independent unbiased advice and solutions for our client's needs and goals. At Estate Planners of New England as a Registered Investment Advisor (RIA), we have a fiduciary duty to our clients. This is a fundamental obligation to provide suitable advice and to always act in our client's best interest, at all times.

Our 5-Step Process

Step 1 - Discovery

Our first meeting will be all about you. We’ll ask many questions to get a better understanding of your current situation, what’s important, your short- and long-term goals, past experiences with investment, etc. We’ll also collect a list of important documents used to develop your financial plan.

Step 2 - Develop a Unique Financial Plan

A detailed and personalized document that outlines an individual's or a family's financial goals, strategies, and actions to achieve those goals. It typically covers a wide range of financial aspects and provides a holistic view of a person's financial situation. While the specific details included in a comprehensive financial plan may vary based on individual circumstances, the plan will contain your clearly defined goals/objectives, net worth, cash flow analysis, emergency fund planning, investment strategy, retirement and estate planning, risk assessment, social security and benefit maximization, education, and legacy planning, and more.

Step 3 - Review Results

Review the results of your plan, including detailing our recommendations and address any questions and concerns

Step 4 - Implement

Implement and put plan to action

Step 5 - Schedule

Schedule a follow up meetings, consistently monitor progress, rebalancing and be proactive to changing outlook